Fidelity Investments’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Fidelity Investments’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.6K	Buy	1,499 +98	+7%	+$4.37K	﹤0.01%	4146
2026 Q1	$56.3K	Buy	1,401 +75	+6%	+$3.18K	﹤0.01%	4074
2025 Q4	$56.6K	Buy	+1,326	New	+$56.5K	﹤0.01%	4042

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Fidelity Investments's DEMZ Position: Q2 2026 in Review

Fidelity Investments increased its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 7% in Q2 2026, buying an estimated $4.37K and bringing the position to 1,499 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4146.

Fidelity Investments first reported a position in DEMZ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Fidelity Investments held 1,499 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $71.6K as of Q2 2026.
Fidelity Investments bought 98 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q2 2026, an estimated $4.37K.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4146 holding.
Fidelity Investments first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.